Summit Equity Group Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Summit Equity Group has acquired 1 company. It has also invested in 1 other.

Summit Equity Group’s most common sectors for investment aremanufacturing (50%) and distribution (25%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (50%) and growth capital (25%). In total, Summit Equity Group has invested in 4 US states.

In the last 3 years, Summit Equity Group has exited 1 company. The Firm’s most common exit type is trade sale (50%).

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M&A Summary

  • M&A Total Activity6
    • M&A Buy Activity4
    • M&A Sell Activity2
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2

Summit Equity Group

Summit Equity Group

801 Grand, Suite 3560,
Des Moines, Iowa 50309
United States
(515) 243-2329
www.summitequity.com
info@summitequity.com

Summit Equity Group is a private investment group focused on acquiring small to medium-sized private companies with the potential to grow through new ownership. Summit looks for profitable businesses $4 to $12 million of EBITDA and generating $20 to $75 million in revenue. Summit is a generalist investor, but has a preference for companies in basic industries such as manufacturing, value-added distribution, or business services. Summit Equity was formed in 2004 and is based in Des Moines, Iowa.


Investment Criteria

Sectors of Interest: Business Services, Communications, Construction, Consumer Products, Consumer Services, Distribution, Electronics, Manufacturing, Plastics

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Stake Purchase

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue 20 75
Target EBITDA 4 12
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # 2 - 1 1 - - 4
Sell (0.2/yr) # 1 - 1 - - - 2
  6

Most Recent M&A

Company Date Value Type
Manitowoc Tool & Machining LLC 2022-11-30 - Secondary Buyout
Manitowoc, Wisconsin · www.mantool.com
HK Solutions Group 2021-07-14 - Recapitalization
Des Moines, Iowa · www.hksolutionsgroup.com
Parallel Ag 2021-04-23 - Growth Capital
Chickasha, Oklahoma · www.parallelag.com
Tooling Dynamics LLC 2019-12-23 - Trade Sale
York, Pennsylvania · www.toolingdynamics.com
Lomont Molding, Inc. 2014-08-29 - Buyout (LBO, MBO, MBI)
Mount Pleasant, Iowa · www.lomont.com
Tooling Dynamics LLC 2006-05-01 - Buyout (LBO, MBO, MBI)
York, Pennsylvania · www.toolingdynamics.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Manitowoc Tool & Machining LLC 2022-11-30 Mid Valley Industries LLC 2024-02-08 1
Manitowoc, Wisconsin · www.mantool.com Kaukauna, Wisconsin · www.mvii.com

M&A by Sector

Sector Current # Value All-time # Value
Manufacturing 1 (33%) - 2 (50%) -
Distribution 1 (33%) - 1 (25%) -
Plastics 1 (33%) - 1 (25%) -
Total 3 - 4 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 3 (100%) - 4 (100%) -
  Wisconsin 1 (33%) - 1 (25%) -
  Oklahoma 1 (33%) - 1 (25%) -
  Iowa 1 (33%) - 1 (25%) -
  Pennsylvania - - 1 (25%) -
Total 3 - 4 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 1 (33%) - 2 (50%) -
Growth Capital 1 (33%) - 1 (25%) -
Secondary Buyout 1 (33%) - 1 (25%) -
Total 3 - 4 -

Exits by Deal Type

Type Total # Value
Recapitalization 1 (50%) -
Trade Sale 1 (50%) -
Total 2 -

M&A Connections

Deals
Acquired from
Investor(s)
25%
1 (25%)
Exited to
Investor(s)
50%
1 (50%)
Strategic(s)
50%
1 (50%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2004

Specialist/Generalist

Generalist

Leadership

Dennis Bailey

Managing Partner

Jason DeStigter

Managing Partner

John Flaugh

Managing Partner

April Andersen

CFO

FAQ

When was Summit Equity Group founded?

Summit Equity Group was founded in 2004.

What type of investor is Summit Equity Group?

Summit Equity Group is a private equity firm.

Where is Summit Equity Group headquartered?

Summit Equity Group is headquartered in Des Moines, Iowa.

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